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WhiteHorse Finance
WHF

Overview Fund Activity

51 hedge funds and large institutions have $43.8M invested in WhiteHorse Finance in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
18
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
1
Sound Income Strategies
Florida
$1.96M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$464K
3
Citadel Advisors
3
Citadel Advisors
Florida
$461K
4
UBS Group
4
UBS Group
Switzerland
$4.94M
5
QC
5
Quadrature Capital
United Kingdom
$288K

Top Sellers

1
LSA
1
Lion Street Advisors
Texas
$0
2
IA
2
IFP Advisors
Florida
$64K
3
VF
3
Virtu Financial
New York
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$1.51M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$958K
Name Market Value Shares Shares
Change 		Shares
Change %
AM
1
Ares Management
California
$13.5M 887,010 +4,034 +0.5%
UBS Group
2
UBS Group
Switzerland
$4.94M 325,349 +25,100 +8%
AAM
3
Advisors Asset Management
Colorado
$3.44M 226,409 +617 +0.3%
Legal & General Group
4
Legal & General Group
United Kingdom
$2.2M 144,756 -5,261 -4%
SIS
5
Sound Income Strategies
Florida
$1.96M 129,008 +49,562 +62%
GCM
6
Gables Capital Management
Florida
$1.66M 109,415 +33 +0%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$1.51M 99,568 -19,600 -16%
Two Sigma Investments
8
Two Sigma Investments
New York
$1.35M 89,233 -16,764 -16%
BlackRock
9
BlackRock
New York
$1.28M 84,163 -17,500 -17%
Sumitomo Mitsui Trust Group
10
Sumitomo Mitsui Trust Group
Japan
$958K 63,163 -19,499 -24%
MC
11
Muzinich & Co
New York
$958K 63,163 -19,499 -24%
RJA
12
Raymond James & Associates
Florida
$862K 56,845 +1,059 +2%
Axa
13
Axa
France
$710K 46,800 – –
AR
14
Advisory Research
Illinois
$687K 45,298 -5,879 -11%
Osaic Holdings
15
Osaic Holdings
Arizona
$618K 40,781 -5,716 -12%
CRC
16
Curi RMB Capital
Illinois
$529K 34,900 – –
VEA
17
Virtus ETF Advisers
New York
$528K 34,775 +6,198 +22%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$495K 32,600 -3,000 -8%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$464K 30,610 +30,610 New
Citadel Advisors
20
Citadel Advisors
Florida
$461K 30,390 +30,390 New
EGA
21
Eagle Global Advisors
Texas
$414K 27,303 +1,500 +6%
CFS
22
Capital Financial Services
New York
$352K 23,175 +25 +0.1%
Morgan Stanley
23
Morgan Stanley
New York
$306K 20,181 -1,497 -7%
BRWA
24
B. Riley Wealth Advisors
Florida
$292K 19,201 +2,356 +14%
QC
25
Quadrature Capital
United Kingdom
$288K 18,971 +18,971 New
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